+74.8%
VWO vs BBIO
+136.7%
-61.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.8% | -3.2% | +1.4% | -1.6% |
| 30D | -0.1% | -13.6% | +13.5% | +0.9% |
| 3M | +2.2% | +7.2% | -5.0% | +1.6% |
| 6M | +8.8% | +1.5% | +7.3% | +8.4% |
| YTD | +12.4% | -5.3% | +17.7% | +12.3% |
| 1Y | +15.6% | +37.7% | -22.1% | +12.2% |
| 3Y | +62.5% | +153.9% | -91.4% | +48.6% |
| 5Y | +34.3% | +43.9% | -9.6% | +14.7% |
| All | +74.8% | +136.7% | -61.8% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BBIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling